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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
GG
1601
Gleason Group
Kentucky
$225K -$34.2K -361 -13%
WPWM
1602
Western Pacific Wealth Management
Illinois
$225K +$95 +1 +0%
PWM
1603
Power Wealth Management
Georgia
$225K -$50K -527 -18%
LCM
1604
Lazari Capital Management
California
$224K +$2.18K +23 +1%
DLHL
1605
Donald L. Hagan LLC
Florida
$224K – – –
VFPI
1606
Vantage Financial Partners (Illinois)
Illinois
$223K +$219K +2,311 New
BCCM
1607
Bridge Creek Capital Management
Massachusetts
$223K – – –
DCM
1608
DGS Capital Management
New Jersey
$223K +$219K +2,304 New
EIM
1609
Essex Investment Management
Massachusetts
$222K – – –
AWE
1610
Avidian Wealth Enterprises
Texas
$221K +$8.92K +94 +4%
CCFM
1611
Clear Creek Financial Management
Washington
$221K +$4.17K +44 +2%
1WM
1612
1900 Wealth Management
Texas
$220K +$17.9K +189 +9%
MAM
1613
Mainsail Asset Management
Alabama
$220K – – –
AT
1614
Arden Trust
Delaware
$219K – – –
FMTCOCP
1615
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$219K +$664 +7 +0.3%
CPA
1616
Cardiff Park Advisors
California
$219K +$215K +2,263 New
CAM
1617
Cubic Asset Management
Massachusetts
$219K – – –
LCM
1618
LCM Capital Management
Illinois
$218K +$3.42K +36 +2%
CC
1619
Corton Capital
Ontario, Canada
$217K -$805K -8,483 -79%
AGWCA
1620
Annis Gardner Whiting Capital Advisors
Florida
$216K +$34.6K +365 +20%
HWM
1621
Howard Wealth Management
Connecticut
$216K -$2.37K -25 -1%
LWM
1622
Liberty Wealth Management
California
$216K +$6.64K +70 +3%
LA
1623
LexAurum Advisors
Kansas
$216K -$1.71K -18 -0.8%
MPCG
1624
Matrix Private Capital Group
New York
$216K – – –
CC
1625
Callan Capital
California
$216K +$212K +2,233 New
63 64
65
66 67